At Excel Tax & Wealth Group, our team works with clients of all ages to help plan for a successful financial future. We work hand-in-hand with clients to help them gain added financial peace of mind regardless of stock market and economic volatility. Our team provides real solutions that can help you make better decisions about your investments.

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About

Carlos Dias Jr.

Founder and Managing Partner

Carlos Dias Jr. is a wealth manager and fee-only financial advisor at Excel Tax & Wealth Group and MVP Wealth Management Group based in the Orlando, Florida area. He offers his clients a full range of financial and estate planning services such as fee-based planning, investment advisory and management, wealth management, asset protection planning, and debt reduction and management.

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Carlos emerged with both Excel Tax & Wealth Group and MVP Wealth Management Group which both handle all aspects of wealth management and long-term planning. MVP Wealth Management Group is geared towards athletes, high net-worth individuals, and entertainers who ultimately face more complications, risks, and potential challenges than would a regularly employed individual and therefore need the most care and protection.

He consults high net-worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities.

Currently, Carlos is a contributor for TheStreet and MainStreet. His work has also been featured on Fortune.com, MSN Money, CBS, WealthManagement.com and its affiliates, and other major news outlets.

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Lauren Dias

Co- Founder and Managing Partner

Lauren consults high net-worth individuals, corporations, lottery winners, 501c3s and charitable organizations, as well as other professionals, including doctors, attorneys, professional athletes, and celebrities.

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Lauren was born in Atlanta, Georgia and lived there until she and her family moved to Florida at the age of 16. She enjoys traveling, swimming, going to sports events, and spending time with her family.

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Services

Services

From tax planning and investment management, to wealth preservation plans, establishment of foundations, and other philanthropic entities, Excel Tax & Wealth Group offers its clients a full range of tax, financial and estate planning services.

Investment Management

In order to help each client meet his or her financial goal, we base our process on a personalized approach using a range of investment strategies. As a fee-only advisor, our advice and recommendations are tailored to our clients' investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.

With our fiduciary responsibility, you can rest assured that we will work for your best interests, providing you with sound advice regarding financial tools such as stocks, bonds, mutual funds, and exchange-traded funds. Our mission is to help you preserve principal, maximize income, and accumulate capital.

Tax Planning

Proactive tax planning minimizes our clients’ tax burdens and builds a solid foundation of tax-reduction strategies that can result significant tax savings. We offer ongoing proactive tax advice in accordance with your investment goals to help put you on track for the financial future you deserve.

We can work with your CPA or will refer you to one of our strategic partnerships to provide tax planning, preparation or filing services.

Tax planning services include, but are not limited to:

“2nd Opinion” 1040 Tax Optimization Reports

Personalized Tax Reduction Reports

Business or Charitable Tax Reviews

Roth Conversion Analysis

Financial Planning

As an investment advisory specializing in comprehensive financial and investment planning, we can provide our clients with innovative strategies and solutions that are transparent and consistent with their goals.

Abiding by a fiduciary standard, we put your interests above all others, including our own. Most advisors and brokers work by suitability standards, which means their compensation is derived from the very same investment products that they recommend, resulting in a conflict of interest.

Utilizing wills, trusts, life insurance, gifts, and tax exclusions, our clients’ estate plans are tailored to their goals and values. We can work with your attorney or will refer you to one who will structure your wills, trusts, powers of attorney, business entities, or foundations.

Charitable Planning

Most people give to charities with the intent of supporting worthwhile causes but are unaware on how to maximize their tax deductions. Our tax-favored charitable plans help our clients support their causes, leave a legacy, and pass family values to each generation.

With proper charitable planning advice, you might be able to remove the asset from your taxable estate, receive a substantial, immediate tax deduction, and even guarantee income protection.

Our charitable planning services include but are not limited to:

Charitable Remainder Trusts (CRTs)

Charitable Lead Trusts (CLTs)

Foundations

Endowments

Supporting Organizations

Retirement Planning

Our specialty is creating a more predictable income stream for retirement, which requires a specific blend of current income and future growth.

With an in-depth analysis of their financial and tax situation, our clients receive a retirement strategy tailored to their specific needs that is low cost, efficient and flexible. We help you design a plan that helps to maximize your retirement income and helps protect you from market risks.

WealthGuard™

We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions.

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Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.

And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Excel Tax & Wealth Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Excel Tax & Wealth Group.